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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,704 | $99,032+88.5% | $80,022+133.3% | $135,379+37.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.33% | 15.39%-15.1pp | 11.22%-10.9pp | 519.79%-519.5pp |
| Employer contribution / active EE | $13,983 | $3,043+359.5% | $2,468+466.6% | $4,779+192.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $97,681 | $10,436+836.0% | $6,521+1397.9% | $10,828+802.1% |